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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,688 | $64,719-23.2% | $112,249-55.7% | $68,486-27.4% |
| Participation rate | 24.2% | 67.2%-42.9pp | 75.1%-50.8pp | 67.9%-43.7pp |
| Annual return | -17.37% | -11.40%-6.0pp | 27.48%-44.9pp | -7.85%-9.5pp |
| Employer contribution / active EE | $1,056 | $2,747-61.6% | $3,636-71.0% | $2,597-59.3% |
| Participant deferral / active EE | $2,365 | $3,565-33.7% | $4,729-50.0% | $4,028-41.3% |
| Admin fee / account holder | $77 | $5,232-98.5% | $6,412-98.8% | $5,404-98.6% |